Oliver Lagore Vanvalin Investment Group’s Suncor Energy SU Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-52	Closed	-$1.92K	–	811
2024 Q1	$1.92K	Sell	52 -47	-47%	-$1.58K	﹤0.01%	620
2023 Q4	$3.17K	Buy	99 +25	+34%	+$816	﹤0.01%	588
2023 Q3	$2.54K	Buy	+74	New	+$2.37K	﹤0.01%	660
2022 Q4	–	Sell	-138	Closed	-$4K	–	760
2022 Q3	$4K	Buy	138 +1	+0.7%	+$32	﹤0.01%	471
2022 Q2	$5K	Buy	137 +1	+0.7%	+$36	﹤0.01%	423
2022 Q1	$4K	Buy	+136	New	+$4.04K	﹤0.01%	448

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SU Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 52 shares — an estimated $1.92K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SU in Q1 2022 and held it in 6 quarters. The position peaked at $5K in Q2 2022. 633 funds tracked by Wall St. Rank hold SU as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 52 Suncor Energy shares in Q2 2024, an estimated $1.92K.
Oliver Lagore Vanvalin Investment Group first reported a position in Suncor Energy in Q1 2022 and held it in 6 quarters.
Oliver Lagore Vanvalin Investment Group's Suncor Energy position peaked at $5K in Q2 2022.
633 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.